Groups and Categories

[JKevinMcHugh]

Version: 2008
Operating System: Mac OS X 10.5 (Leopard)
Processor: Intel
Email Client: Exchange

I have learned to make a group. I save it with a unique name. How do I locate it when I want to use it? It seems so basic. What am I missing? I am a consultant who works with small groups of 8-10 people called a Forum. i want to track individuals as a group Forum XXX. Each member is also part of a larger organization YPO and they belong to a specific Chapter. I would like to sort and recall Forums, all forums or individuals in a chapter, and globally all contacts from YPO. I have not been able to figure it our.

 

[William Smith [MVP]]

I have learned to make a group. I save it with a unique name. How do
I locate it when I want to use it? It seems so basic. What am I
missing? I am a consultant who works with small groups of 8-10 people
called a Forum. i want to track individuals as a group Forum XXX.
Each member is also part of a larger organization YPO and they belong
to a specific Chapter. I would like to sort and recall Forums, all
forums or individuals in a chapter, and globally all contacts from
YPO. I have not been able to figure it our.

I'm sorry, but you completely lost me with Forums, YPOs and chapters.

You've created a group of addresses. Open a new message and in the From
field just type in the name of the group when you want to send it a message.

--

bill

Entourage Help Page <http://entourage.mvps.org/>
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[Diane Ross]

I have learned to make a group. I save it with a unique name. How do I locate
it when I want to use it? It seems so basic. What am I missing? I am a
consultant who works with small groups of 8-10 people called a Forum. i want
to track individuals as a group Forum XXX. Each member is also part of a
larger organization YPO and they belong to a specific Chapter. I would like to
sort and recall Forums, all forums or individuals in a chapter, and globally
all contacts from YPO. I have not been able to figure it our.

Note: Entourage does not export groups, you should add each contact to your
Address Book and assign them a category to match the group. This way you can
export just a group or recreate a group in the future using sort by
category.

Start each group name with the name "Group" for example:

Group: Forum XX
Group: Forum YY
Group: YPO

Contacts can have multiple categories assigned.

When you sort your Address Book by categories, it makes it easier to find
all your groups.

To use the group in a message, just type the name of the group. I suggest
using the Bcc line. Put your own address in the To line. Most people don't
like their addresses shared with others. The quick fill list will allow you
to easily select the group you want.

Hope this helps!

 

[JKevinMcHugh]

I finally realized I need to use categories to organize my contacts. Groups are just several contacts to whom I can send an email in one shot. How to a create a list of specific contacts?

 

[Diane Ross]

I finally realized I need to use categories to organize my contacts. Groups
are just several contacts to whom I can send an email in one shot. How to a
create a list of specific contacts?

Define specific contacts? Are you trying to create a group? Have you
searched Entourage Help?